LULU

Own-Wolverine-5361

I'm going to need everyone to order yoga pants please. I need LULU to go up $19 Friday or else I'm banned for 5 days. Thanks in advance

West-Manufacture30

$LULU up 4% overnight Girls asses are back in fashion.

Elibroftw

See other comment. If you're curious, the ones I bought recently and aren't under 1B: ADYEY, LULU (not long-term), GIII, TGOPY, CROX (unsure about the term-length), BLX, BULL, BBY, NVO, a bunch of TSX and TSXV stocks, and of course Google. Granted, I haven't researched the entire stock market, so I'm sure there are 100s of stocks than just the 30+ on my shortlist to buy. I'm trying to dip more into small caps so have been ignoring midcaps lately. I have a lot of bias against 300B+ stocks, and even some other large cap ones. Ideal stocks are worth less than 30B, but this is only a recent realization. There's a bunch of stocks I bought last year so no point in mentioning them since they are mostly HOLDs now with some SELLs and personally I don't usually sell a HOLD (i.e.. I don't have unlimited cash to deploy), however I only buy a BUY.

KnowledgeNate

There has been a 37% sell-off in the share price because Norther American same-store sales have been declining to the tune of 1-2% for approximately 4 consecutive quarters. I agree that this is not ideal as NA is the biggest market. But it's a mature market. And I believe at worst SSS flatlines at 0% growth. However, total revenues are up, revenues are up if including new stores, and China and Rest of World revenues are also massively up. But this isn't really about money. This is about customers loving the brand as much as they always have. So what if a tiny bit of North American market share is ceded to smaller inconsequential players especially if that is mitigated by 30% YOY growth in China. Especially if the brand loyalty and value is fully intact unlike Nike. Especially if this market has grown to maturity in the US. There is a fundamental disconnect between the stock market value of this company and the way it customers value it. In the long term, I believe customer value wins. In the short term, an institutional clown scared to lose his job selling off millions of shares wins. There has been a hyperfocus on barely declining sales in an environment where the average consumer is absolutely SPOOKED about tariffs or that's at least all we've heard about in Q1. In addition, Alo and Vuori competition are entirely overstated. These are small unproven companies that are hot for the time being. Alo has a reputation for poor quality and serves a certain female body type. Vuori is a men's brand and even if you give them the leg up how are they, still a small company, going to challenge the incumbent LULU. There are learnings that LULU has paid for with time in the market that Vuori has not even begun lesson 1 on yet. In sum, tiny quarterly misses does not mean the brand is dead. In fact the company is growing (still!) even though it's already huge. But the market is treating it likes its dead and its simply not. SBUX, AAPL, others have been declared dead only to find second life in massive international markets. Mispriced? Yes. Dead? No.

InvestorNoob88

You got it, study the market and see what the previous pump was (covid stocks) and pharma, then it died and went to hospitality, restaurants, travel, then those crapped the bed and went to AI/Quantum/Space, banking, what’s next and been lagging behind? OIL, but rare earth materials is at ATH like silver and gold. I’d put my money on oil being the next market maker push/pump, then healthcare/insurance/BIO shortly or during. MAYBE if the MM’s get real ballsy they might just pump small caps as those haven’t been touched in YEARS like the Russel 2000. Also, they took down UNH, NIKE (which is now getting pumped), LULU, and many others, keep all those beaten ones on watch.

KnowledgeNate

I see $LULU selling of millions of shares of volume and you see the disconnect between brand equity and the share price and you're like something is absolutely up. This is getting sold off for no reason only to be repurchased at lower prices. You have touched upon the truth that this market is manipulated more than ever especially with the amount of liquidity sloshing around.

KnowledgeNate

They've been doing this to $LULU like they're beating their dick at the advent of free internet porn.

KnowledgeNate

Ackman trying to pump his bags by putting in some bigass illiquid market order. Nothing against NKE but I hate when people try to compare my beloved $LULU to it. $LULU is head and shoulders (no pun intended) better than $NKE.

E39_CBX

My last two plays, LULU calls and JPM puts, both blew up in my face. I have $3000 left. What’s the play? I need like 12k by fall

Plane-Isopod-7361

Its at 15 PE while Nike is at 20 PE. Nike is getting even more replaced with ON and Hoka. We still see so much LULU around. Definite upside possible.

0DTEKing

If China deal is real, LULU will ripppp at least 50% up in a month

KnowledgeNate

If NKE is up, that means LULU should be up 50% tomorrow, MINIMUM. At least the $80K in calls I hold hopes so.

RoyalFail6

Does Becky still love LULU? 😒

KnowledgeNate

NKE up 10.80% after-hours per Robinhood. Meanwhile, $LULU, which grew revenues 8% YOY and is flying off the shelves in Chyna has reached 5 year lows and is down 37.80% on the year. These institutional numbskulls are really on one.

Independent-Tree-985

LULU is advertising all over the place lately. I know more about how bitches dont need to change their pants than I do about my own clothes

KnowledgeNate

That $NKE windbreaker hasn't been fresh since the 90s. You don't feel cool at all wearing it now. $LULU on the other hand - the brand symbolic of wealth, prosperity, and DAT ASS.

Miserable_Ad_728

Take that $LULU out of your F\*\*\*\*\*\* mouth \*in Will Smith voice

KnowledgeNate

NKE results are terrible. $LULU

OptionSellingRegard

dear God, I hope NKE beats and lifts my LULU shares along with it *copium pepe*

walshypooo

Move over LULU, it’s NKE’s time to shine 🙏

CarlWh3ezer

I bought 30 lotto $55p 6/27 & 10 $60p just in case they actually pump. Doubt it, especially since LULU tanked.

Grindr_Master

$LULU managed to be red on a green poosay day

grhotz

Bought LULU puts and UNH calls when I should of bought LULU calls and UNH puts. :angry pepe:

adprobationem

how can 100k of volume on LULU change the price 1%?

lettucefold

25-50 DTE Bull Puts on High IV stocks that are trending up (high RSI, Call Sizzle etc.), but have a slight pull back. Sell the 30 delta, 5 pt wide wings. Buy back at $40 profit and put on a lot of trades. Manage early, if the narrative remains but I’m down 19 DTE I roll, if macro has changed, I get out. Never trade earnings (LULU is a prime example of why). I have a small account, and I enjoy being right more than maxing profit, which is why I cut at $40. Ideally this works enough to move to 25 deltas and 5-15 wide wings. I’ve been burned on condors because of the call side. I don’t have the disposition to roll a call, and have gotten burned before. I’ve tried pretty much everything, price action trading with profit targets and strict Stops, and I haven’t found anything better than this. I would love to have an account for strangles, but, again, the call side worries me. I’ve found that premium is easier to come by if you can grab underlyings that have quick IV spikes when they dip and then decay quickly as they keep going up.

Great-Wolverine-4083

What about LULU boys? You think its reversing on the daily? Shot for a 242+ close?

dljmonkeyboiz

Or dump like LULU

SmallCapsOnly

I really feel like $NVO $GOOG $UNH $LULU should all be great bounce back cases with gains of 50%-100% each. I am also heavily weighted in all of these 😬

TempestDrive

Idk if I should get NKE puts or calls. Last time I bought calls bc I underestimated the effects of tariffs. But at the same time, LULU was overvalued anyways, NKE is stupid low rn

TempestDrive

Bc of tariffs? I bought calls on LULU & dont wanna make the same mistake with Nike

coolhate18

I fucking hate LULU . everytime it goes down I think ill buy some more shares but it fuckijg goes up all the time 

Crazeefoolz

LULU possibly green for two days in a row? I must be dreaming

Fair_Philosopher575

600$ for 1 20$ otm LULU contract? Your contract better bag some bm booties with it god damn

Own-Wolverine-5361

Believe it or not, LULU calls

Own-Wolverine-5361

LULU yoga pants so hot rn

Such_Region2724

certainly not LULU or UNH

RickieDicke

Food for thought. $220 was a technical support level, and like you mentioned, stock has taken hits for multiple trading days. That in tandem with today being a (very) green day for the market, and the bounce should have been anticipated with a high(ish) level of confidence. LULU has had divergence with the benchmark for many of the past sessions since earnings (poor sentiment). Nike earnings are on deck. Earnings guide will ripple into LULU for better or worse. Trader's game right now could trap fundamental investors on the upside. Short term upward movement is bound to be short lived. Consumer discretionary is a bad sector to invest in around uncertain or degrading macro environments. Fall months are historically bad for the market. Benchmark is basically at ATH right now, so when the tariff impacts start showing in data reports (there is a delay - probably around August/September), there is bound to be an ensuing sell off with a rotation elsewhere. To the contrary, if tariffs aren't as impactful as expected, LULU will float away from current levels. To me, risk wasn't worth the reward. P/E isn't low enough to account for the large amount of uncertainty. I'll get involved when I see a price tag below $190.

CommanderLeona

u/AdPurple4902 did you do calls!?? I remember you from CASY and LULU nooooo I was rooting for you :((

East-Resolution4446

Seeing LULU close over 3% up today https://preview.redd.it/twk2e3yzlx8f1.jpeg?width=1080&format=pjpg&auto=webp&s=aec0f60bb6d32d168109563ede781d6b8736fcc6

West-Manufacture30

LULU up 3%. Girls butts are back in fashion.

Affectionate-Panic-1

Fashion is so fickle, not often that a brand is able to keep the margins LULU has long term.

SirGlass

I will say LULU has zero moat Its expensive athletic wear that consumers see as a status symbol much like Stanly cups or Yeti cups before that And consumers are fickle about stuff like this , some brands have existed for years and kept their luxury status symbol status , many others kind of surge are popular for a few years then fell out of fashion . Also there is no moat , some influence , celebrity , can come along and release their own clothing brand that becomes the new best thing Now just to note I have zero clue about fashion , I don't know if LULU will be a lasting brand or if it will fall off the charts to be replaced by something new My perception of LULU is its sort of an luxury athletic brand and the target audience is younger people (I may be wrong here) but its been around long enough that kids today may not want to be wearing the same luxury brand their mom's did in 2005

stickman07738

Here is [thread ](https://www.reddit.com/r/stocks/comments/1leildp/lulu_might_be_one_of_the_best_longterm_plays_no/)from about a week ago. This is typical of bag holders. Talk to your women friends. You would be surprised how astute the advice they give. Women love to talked about what they are buying and how much they are saving. I was in LULU for $150 to a little over $375 due to friends that love their stuff. I got out when they started buying Alo and Vuori. Now they tell me they go to Amazon or Temu and put in product details like size, fabric type and blend percentage and get it substantially cheaper. With these gym shoes, I thought it would create a bonanza for them as thought the women would love the colors, but I was told after they purchased a couple that the shoes were uncomfortable.. I would also go to the gym and see what they are wearing. It really surprised me how few had no LULU logo. Simple market research may help you.

TimeToSellNVDA

Adding one anecdote, I was watching LULU at the 20x multiples, at \~15x I hurried and bought some just today. In my opinion, if there's any company that can split three ways the costs of tariffs, it's Lululemon. This feels like a classic short-term dislocation. Their business and their balance sheet overall is really solid. I am unsure about a 15+ year hold, but I also didn't have any cpg stocks yet, so it fit well for me.

chrislink73

I bought shares at $233, going to hold until it retraces closer to the mean. Looks oversold right now, even given current economic headwinds. I also wouldn't be surprised if it goes a bit below $200 if there is a recession. Its US sales for stores that have existed > 1 yr did not show growth last quarter, and considering roughly 75% of revenue comes from the US, that's a problem management will need to address. But they have great margins and their customers are fairly loyal (with the caveat of some newer entrants to the market, but they aren't nearly as big or popular as LULU). Assuming no recession and interest rates are cut by end of the year, LULU should recover sometime early-mid 2026 imho. The stock is heavily correlated to consumer confidence and spending, interest rates are keeping a lid on both of those things right now. Could present good entry points in the short run though.

Fair_Philosopher575

I just love them booties in LULU. Call 250$ 🤔

GoZukkYourself

Even LULU is up.

lolgoodone34

Interested to see how long it takes LULU to go red today

the_macagameianut

There are a handful of epic individual shorts like LULU (until it seems to have found some support near where it found support in April) but it’ll probably be Aug/Sept before shorts are really back on the menu. And that’s assuming finally Fed data of tariff inflation impacts. If there’s another pause, who knows?

Own-Wolverine-5361

LULU I ❤️yoga pants

Own-Wolverine-5361

LULU better get to 253 by Friday or else I'm going to banbet jail

OptionSellingRegard

can you guys band together and buy LULU? I need to unload my bags for breakeven at 325

MarginCuck

I bought LULU calls today, haven’t bought Lulu calls in over 2 years. Make me some fucking money, or take all my fucking money. Fuck you MMs

maosta

Thoughts on LULU? My regard ass has been DCAing since 260

copingstoic

LULU calls, TSLA puts, GOOG calls. Thank me after you inverse me.

OptionSellingRegard

waiting for a report that Warren Buffet bought stake in LULU so i can pump the shares i bought at 325 *copium pepe*

FluorescentCheddar

Maybe AAPL should buy LULU so it can design some new pants to shit itself in

FluorescentCheddar

Apple is literally the LULU of SF

Such_Region2724

ask how this thought process worked for LULU and UNH baggies

Key-Chemistry7151

Officially deleting robinhood after this week. Fuck that gambling app and fuck ASTS and LULU. Sorry for cursing

copingstoic

Is this LULU's bottom?

br0botic

Iran must have also launched missiles at LULU yoga pant factories

odp01

And LULU

KnowledgeNate

Yes. It's been there. Stock price reflects what a bunch of finance bros think about FEMALE CLOTHING. They obviously wouldn't know how they feel in females clothing excluding those with a quirky side hobby on weekends. So there's a gap between what the financials say and what the customer viewpoint is. Every woman I've talked to still absolutely loves LULU. This will win out in the end.

WindComprehensive332

$LULU in yolo territory?

Burtonwurton

I am not in LULU but god damn just made 52w lows today.

Such_Region2724

you LULU and UNH dead money baggies are never gonna learn your lesson

copingstoic

LULU bounce. Missed it.

longGERN

Please I need a turniket for LULU damn

dweeegs

Damn son LULU has 12 straight days of red

9tacos

LULU 52 week low and HIMS boner dead 🤣

Spanisbro

Did $LULU had another earnings conference today? Lol

WillNo4999

Yes, asshole. I have 0 position in LULU. I’m waiting for it to floor out before OTM calls. It’s had like 12 consecutive red days now.

frumpydrangus

I got wrecked on LULU calls after their 30% drop. I did not learn my lesson and have already bought HIMS calls

grip_n_Ripper

It's racing LULU. They can high-five after they hit the finish line.

chrislink73

LULU don’t be like this, Becky just wants her hot yoga pants

WillNo4999

So LULU really can’t do shit else huh?

lolgoodone34

lol yeah LULU stock worst decision I ever made ngl

DrElkSnout

Bye LULU, nice knowing ya! lol

adprobationem

LULU back to 280 in a few weeks

snickerscashew

Back after a week. I have a COST call for 27 June and 3 July, a V call for 11 July and a LULU call for Sept. I am cooked. (Already down from $4200 to 2k due to NFLX and COST calls last week!)

Grindr_Master

$LULU heading for 12 red days in a row

KnowledgeNate

The world may be ending, yes, but dat ass still need to look good in yoga pants. $LULU CALLS

OptionSellingRegard

hitting up yoga this AM so I can see all the BECKY Bitches in tights pls help my LULU shares

StraightEstate

We’re going to war. YOUR GIRL IS IN CHARGE OF YOUR PORT NOW. LULU 📈 and Sephora gonna IPO incoming

E39_CBX

Is this bullish for LULU?

chrislink73

Calls on LULU, Becky isn't gonna stop shopping.

unga-unga

Why should I not sell LULU 255c 7/11, as many as they will let me? For what reason? Also considering selling KBH calls, around the same date and around the same distance from the money. All naked, of course, with very little cash to back it up. I'd be fucked for real if they went ITM, like bankruptcy fucked.

E39_CBX

I’m not feeling so great about my LULU September 270c

kaedoge

I’m in long with LULU. Nothing but bad press. Hedgies driving price down to buy more. Shit will rocket when tariffs and interest rates change. Haters gonna hate. LULU makes good stuff. Fundamentals are solid. Ignore the noise.

elpresidentedeljunta

There was a study back in the day which found that a group of housewifes could outperform professional traders regularly. The housewifes at times used analysis skills including versions of "I just liked the name of that company." LULU sounds nice and it sounds appealing to housewifes. Buy options.

adprobationem

i need a LULU DD to convince me to buy options

Scary-Ad5384

Well I got out around 251 off a buy of 273. Stock has got cut in half from the 12/223 highs. So the question is has the company matured to the the point that further growth may not be there. Sure some tariff relief would help financially but maybe LULU just isn’t “cool” anymore. I’d look at NKE as an example which I bought around 56.00. If you think it’s still “cool” it’s a worthwhile shot.

G1G1G1G1G1G1G

Posts should be removed when the state ‘no one is talking about’. Do you listen to any investing news? Or even read any of the reddit subs where LULU is mentioned at least once a week?

Megaloman-_-

I am optimistic for LULU. Earnings were solid, lack of guidance due to the tariffs situation is an hiccup. Go to a store, at any random time and day. It’s gonna be packed by all sort of MILFS, rich Asians, young putillitas, maricones and corporate pricks shopping as if there is no other clothes store in town….

BigE-365

I sold puts on LULU and was assigned around $225 immediately sold covered calls with 181 DTE and collected $23.20 making over 20% ARORC on my money. My plan will be to roll down ITM or ATM depending on price then if I can get a minimum of a 20% ARORC, if not let shares get called away. If the price drops I may roll in and up or just play it by ear.

rackrate

LULU is the next GOOS

SeriuoslyCasual

thought that LULU would do better. I thought that LULU would do better. I was quite surprised. I just, it was a bad conference call. It was a bad quarter. I am aghast to think that this could be… such a horrible situation. They had tariff problems. They had the wrong fashion. Everything went wrong for Calvin McDonald, and what can I say? I just don’t think he’s capable of being as bad as that stock was

E39_CBX

LULU 250 1w

Isthatastarorufo

LULU